Purchases and Sales Made in Q4 2021 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q4 2021. The information is specifically focused on institutions that hold shares of AMERICAN EXPRESS CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.82K+ 6.48% |
$273K - $341K
|
29.9K
$9.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.82KNew |
$273K - $341K
|
1.82K
$549K
|
|
|
Feb 09, 2022
Q4 2021
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
1.8KNew |
$271K - $337K
|
1.8K
$544K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.8K+ 1.2% |
$270K - $337K
|
152K
$45.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.79K+ 121.15% |
$268K - $334K
|
3.26K
$983K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
1.75KNew |
$263K - $327K
|
1.75K
$527K
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.73K+ 9.79% |
$260K - $324K
|
19.4K
$5.85M
|
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.71KNew |
$256K - $320K
|
1.71K
$515K
|
|
|
Jan 26, 2022
Q4 2021
|
Jlb & Associates Inc
|
BUY
|
- |
1.7KNew |
$256K - $319K
|
1.7K
$513K
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.7K+ 1.13% |
$255K - $318K
|
152K
$45.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
1.7K+ 170.69% |
$254K - $317K
|
2.69K
$810K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.68K+ 3.13% |
$252K - $314K
|
55.2K
$16.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
1.68K+ 20.13% |
$252K - $314K
|
10K
$3.02M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.66K+ 13.94% |
$249K - $311K
|
13.6K
$4.09M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.64KNew |
$246K - $307K
|
1.64K
$495K
|
|
|
Feb 11, 2022
Q4 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.61KNew |
$241K - $301K
|
1.61K
$484K
|
|
|
Feb 08, 2022
Q4 2021
|
Versor Investments LP
|
BUY
|
- |
1.6KNew |
$240K - $299K
|
1.6K
$482K
|
|
|
Jan 27, 2022
Q4 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.6KNew |
$240K - $299K
|
1.6K
$482K
|
|
|
Feb 11, 2022
Q4 2021
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
1.59K+ 0.93% |
$238K - $297K
|
172K
$51.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.58K+ 511.97% |
$237K - $296K
|
1.89K
$570K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.57K+ 2.39% |
$236K - $294K
|
67.2K
$20.2M
|
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
BUY
|
- |
1.57K+ 0.58% |
$236K - $294K
|
274K
$82.5M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
1.57K+ 5.65% |
$235K - $293K
|
29.3K
$8.83M
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
1.56KNew |
$234K - $292K
|
1.56K
$471K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.56KNew |
$234K - $291K
|
1.56K
$469K
|
|
|
Feb 14, 2022
Q4 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.55K+ 0.77% |
$233K - $290K
|
203K
$61.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.55KNew |
$233K - $290K
|
1.55K
$467K
|
|
|
Feb 02, 2022
Q4 2021
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.54K+ 1.65% |
$232K - $289K
|
95.2K
$28.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.54KNew |
$231K - $288K
|
1.54K
$464K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.51KNew |
$227K - $283K
|
1.51K
$456K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.51KNew |
$227K - $283K
|
1.51K
$456K
|
|
|
Jan 26, 2022
Q4 2021
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.51K+ 9.75% |
$227K - $282K
|
17K
$5.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.51K+ 1.06% |
$226K - $282K
|
143K
$43.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$225K - $281K
|
1.5K
$452K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.49KNew |
$224K - $279K
|
1.49K
$449K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.48K+ 4.72% |
$222K - $277K
|
32.8K
$9.89M
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
1.48KNew |
$221K - $276K
|
1.48K
$444K
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Wealth Services
|
BUY
|
- |
1.46KNew |
$219K - $273K
|
1.46K
$440K
|
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.45KNew |
$217K - $270K
|
1.45K
$435K
|
|
|
Feb 14, 2022
Q4 2021
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.44KNew |
$217K - $270K
|
1.44K
$435K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.43KNew |
$215K - $268K
|
1.43K
$432K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.42K+ 5.51% |
$214K - $266K
|
27.3K
$8.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.41K+ 10.52% |
$211K - $263K
|
14.8K
$4.45M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.4KNew |
$210K - $262K
|
1.4K
$422K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.4KNew |
$210K - $262K
|
1.4K
$422K
|
|
|
Feb 10, 2022
Q4 2021
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 101.23% |
$209K - $261K
|
2.77K
$835K
|
|
|
Feb 01, 2022
Q4 2021
|
James Hambro & Partners
|
BUY
|
- |
1.37KNew |
$206K - $257K
|
1.37K
$414K
|
|
|
Feb 14, 2022
Q4 2021
|
Wulff, Hansen & Co.
|
BUY
|
- |
1.37KNew |
$206K - $256K
|
1.37K
$413K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.37K+ 15.13% |
$205K - $255K
|
10.4K
$3.13M
|
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.36K+ 4.73% |
$204K - $255K
|
30.1K
$9.08M
|